Equities

Robust. Fundamental. Dynamic.

Our teams exercise independent thought with high conviction, resulting in portfolios that we believe are well positioned to address our clients' challenges – all within robust risk control frameworks.

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$254.2bn
Equity assets under management

vd-icon_People_3_Group v3

155
Equity investment
professionals

vd-icon_Bulleye_Target v3

18
Average years’
experience

As at September 30, 2025

<span class="notranslate">no data</span>

$254.2bn
Equity assets under management

152

155
Equity investment
professionals

20

18
Average years’
experience

As at September 30, 2025

We measure success by a single factor: client outcomes. As a pure asset manager, our sole mission is to deliver consistent long-term risk-adjusted returns that exceed our benchmarks and peers, regardless of the prevailing investment landscape.

Featured strategies

HFQIX

Global Equity Income Fund

A high-conviction strategy that targets high, dependable income from high-yielding, high-quality global equities.

JMGRX

Enterprise Fund

A differentiated mid-cap growth strategy that takes a moderate approach to an asset class known for rapid growth potential.

JSMGX

Triton Fund

Our in-depth fundamental research strategy seeks differentiated small-cap companies with the potential to quickly grow into mid-size companies.

Equity Mutual Funds

Insight-led approach helping clients invest in a better future

Discover the details

Insights

U.S. midcaps in 2026: Managing risk around industry concentrations

Brian Demain discusses why he believes it’s important to stay focused on diversification and business-model quality heading into 2026.

A Case for Absolute Return

Introducing some of the factors supporting the case for absolute return at a time when disruption is becoming the norm.

U.S. Large-cap growth in 2026: Due for a reshuffling?

Brian Recht explores how AI is moving from blanket enthusiasm to competitive differentiation and why extreme market concentration creates opportunities in overlooked segments.

Advisor insights
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